Why DLocal Stock Skyrocketed Past Market Peers on Tuesday

DLocal shares ripped through the market ceiling Tuesday—leaving traditional finance stocks eating dust as payment processors pivot toward crypto integration.

Market Momentum Meets Digital Disruption

Traders piled into DLocal as whispers spread of its upcoming blockchain payment infrastructure. Forget legacy banking rails—this fintech's flirting with instant settlement layers that could bypass sluggish traditional systems entirely.

While old-guard investors scratch their heads about 'digital asset volatility,' smart money's already positioning for the convergence of traditional finance and crypto-native tech. Another reminder that sitting on cash is the new risk.

DLocal's surge isn't just a spike—it's a signal. The future of payments isn't coming; it's already clearing transactions at lightspeed while banks still process paperwork.

A 16% price target boost

Well before market open,'s Amon Shirazy upped his fair value assessment on DLocal. His new price target is an even $17 per share, up 16% from his previous level of $14.60. In making the change, Shirazy maintained his buy recommendation on the specialty finance sector stock.

Image source: Getty Images.

The pundit's modification is based heavily on DLocal's second-quarter performance, according to reports. Shirazy raised his net income forecast for full-year 2025 by 15% over his previous estimate and boosted his 2026 projection by 5%.

The analyst said that while DLocal's volumes were declining, the company still has plenty of growth left in the tank. As the company trades at a forward P/E of less than 19 on estimated 2026 profitability, he feels it is still a bargain.

Beat and raise

Any way you look at it, DLocal's second quarter -- the results of which were disseminated in mid-August -- was impressive. The company managed to increase its total payment volume by a robust 53% year over year to $9.2 billion while delivering near-comparable (50%) revenue improvement at $256 million.

Better, the company raised its revenue and non-GAAP (adjusted) earnings before interest, taxes, depreciation, and amortization (EBITDA) guidance for the entirety of 2025.